INSURANCE

Protect yourself from major financial loss with Insurance

Get help from Next Gen, a professional finance coach with advanced experience in wealth and financial scaling. With our help choosing an insurance, you’ll have a strong defense against financial losses.

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— ASSET PROTECTION

Next Gen will defend your Assets with the best tools available

We understand how important it is to provide the right kind of financial security for your future. That’s why our financial plans always start with an in-depth analysis of all the potential insurance needs you might have. We cover the full spectrum, from life and income protection insurance, to health insurance and long-term care coverage.

Plus, we also consider property and casualty insurance or any other liability coverage that you may need. As a fee-only firm, we never sell any type of insurance directly because we always strive to make objective assessments based on what is best for you. And we will continue providing objective advice for as long as you are our client.

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High Impact Results

250+

SATISFIED CLIENTS

98%

CLIENT SUCCESS

5M+

SATISFIED CLIENTS

— INSURANCE —

Conserving the Funds
You’ve Worked Hard For

Income

Our financial planners can help you fully understand all the protections available for your income so that you can make sure you’re secure no matter what happens. From disability insurance to life insurance, Next Gen financial planners can guide you through all the options available to make sure your income is well taken care of.

Property

As much as we like to think it won’t happen, there is always a chance of property related issues. It’s important to be prepared and that’s where Next Gen financial planners come in. They will guide you through the process of making sure your property is protected, without making things overly complicated.

Life & Health

Our experts want to protect what matters most: your health, and the people you will eventually leave behind. In today’s fast-paced world, having this assistance to safeguard your well-being can make all the difference. With a Next Gen planner on your side, you’ll no longer need to worry about the what ifs.

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Latest Articles -Investing

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Net Worth Defined and Calculated: What Is My Net Worth?

Net Worth Defined and Calculated: What Is My Net Worth?

Net worth is a crucial metric for evaluating an individual’s financial health, offering a snapshot of where you stand monetarily at any given point. This comprehensive figure is the result of subtracting your total liabilities from your total assets. Understanding and calculating your net worth is not only essential for tracking your financial progress over […]
Read More Net Worth Defined and Calculated: What Is My Net Worth?
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Financial Planning Process

— SERVICES

All Encompassing Compassion

When it comes to crafting a viable financial plan that works in your favor, having the right guidance and support is key. That’s why many people are turning to Next Gen financial planners these days. What sets this type of planner apart is their conscientiousness, understanding how important insurance can be to protect your hard-earned assets. They take an all-encompassing approach when creating a plan for clients by taking into account the various aspects of financial health, such as retirement plans and estate planning, rather than just focusing on one area or aspect of finances. With their help and expertise, you can create a savvy way forward for your long-term financial goals.

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INVESTING
TAX
PLANNING
CASH FLOW & DEBT
STUDENT LOANS
ESTATE PLANNING
INSURANCE
VIEW PLANNING PROCESS

Frequently Asked Questions

Fee-only financial advisors offer an important service for anyone wishing to manage their finances – the services are unbiased, and the client only pays for the advice they receive. This transparency offers a great advantage over other advisors; you know exactly what you’re paying for and can trust that your advisor is looking out for your best interests.

A financial planner is the perfect person to turn to when in need of life insurance. Not only will they advise tailored solutions best suited for an individual’s budget, but more importantly, a financial planner has a wealth of knowledge about different types of life insurance policies. Furthermore, a financial planner can help someone compare policies from various insurers and explain the details of benefits and coverage options, allowing for an informed decision about which policy is the most suitable for their situation.

A financial planner can help with a variety of different insurances, such as life, home, auto and health insurance. They will analyze your specific needs and circumstances to find the best coverage for you; they may even be able to secure a better rate than you would be able to find on your own. Financial planners not only help with traditional insurance policies but may also provide guidance on disability or long-term care insurance, both of which are important parts of planning for retirement. They can also work with you to develop an investment portfolio that will support you if you have to use your insurance coverage. With the help of a financial planner, you can achieve peace of mind knowing that whatever life brings, you have the protection you need.

With life’s many twists and turns, financial advising can be a crucial partner in the journey. From welcoming a new child to taking advantage of an inheritance, there are important money-management decisions that require thoughtful planning for your future security – and this is where expert guidance comes into play. A skilled advisor has specialized knowledge about investments and taxes which can help you make smart choices at pivotal moments in your family’s development.

When meeting with a financial planner, it is important to ask the right questions. First, inquire about their credentials and experience. Make sure they are licensed and experienced in the field of financial planning. Additionally, understand their fee structure and if they offer any additional services as part of their services package. Ask them what strategies they feel confident employing to grow your savings or investments portfolio in a safe yet profitable manner. Also find out their process for managing decisions when it comes to changes in the market in order to protect your finances. Asking all of these questions will help you make an informed decision about your financial future.

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There’s no cost, no sales pressure, and no judgement - just a conversation to see if we’re a good match.

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